American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q2 2021
Institutional positions in American Express Co as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,851
- +87 vs. Q1 2021
- Shares held
- 682.1M
- +2.52M (+0.4%) vs. Q1 2021
- Total value
- $112.6B
- +$16.5B (+17.2%) vs. Q1 2021
- New holders
- 160
- 615 more added
- Sold out
- 73
- 693 more reduced
17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 4,498 | $743.0K | 0.34% | +45+1.0% | Added |
| Exane Derivatives | 4,292 | $740.9K | 0.17% | +4,292 | New |
| Koshinski Asset Management, Inc. | 4,478 | $740.0K | 0.09% | −568−11.3% | Reduced |
| Cypress Wealth Services, LLC | 4,465 | $738.0K | 0.20% | +22+0.5% | Added |
| Moneta Group Investment Advisors LLC | 4,460 | $737.0K | 0.03% | +289+6.9% | Added |
| KB Financial Partners, LLC | 4,431 | $732.0K | 0.28% | +446+11.2% | Added |
| GFG Capital, LLC | 4,406 | $728.0K | 0.22% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,389 | $727.0K | 0.02% | +343+8.5% | Added |
| Edmond de Rothschild Holding S.A. | 4,401 | $727.0K | 0.02% | +1,518+52.7% | Added |
| Brooks, Moore & Associates, Inc. | 4,364 | $721.0K | 0.46% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,359 | $720.0K | 0.07% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,357 | $720.0K | 0.34% | +12+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,331 | $715.0K | 0.09% | −618−12.5% | Reduced |
| Deseret Mutual Benefit Administrators | 4,308 | $712.0K | 0.17% | +4,308 | New |
| Lyell Wealth Management, LP | 4,305 | $711.0K | 0.09% | +86+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,282 | $708.0K | 0.17% | −13−0.3% | Reduced |
| Platform Technology Partners | 4,286 | $708.0K | 0.29% | +4,286 | New |
| Pekin Hardy Strauss, Inc. | 4,258 | $704.0K | 0.10% | −20−0.5% | Reduced |
| Estabrook Capital Management | 4,255 | $703.1K | 0.11% | −100−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 4,956 | $701.0K | 0.33% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,227 | $698.0K | 0.04% | −1,065−20.1% | Reduced |
| Atlas Brown,Inc. | 4,227 | $698.0K | 0.30% | 00.0% | Unchanged |
| Spire Wealth Management | 4,215 | $697.0K | 0.02% | −3,674−46.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,219 | $697.0K | 0.57% | −100−2.3% | Reduced |
| Trillium Asset Management, LLC | 4,208 | $695.0K | 0.02% | +2,436+137.5% | Added |
| Intersect Capital LLC | 4,172 | $689.0K | 0.12% | +287+7.4% | Added |
| Sound View Wealth Advisors Group, LLC | 4,151 | $686.0K | 0.14% | −393−8.6% | Reduced |
| Somerville Kurt F | 4,150 | $686.0K | 0.10% | −150−3.5% | Reduced |
| Strategic Investment Advisors | 4,146 | $685.0K | 0.16% | +1,225+41.9% | Added |
| Hills Bank & Trust Co | 4,133 | $683.0K | 0.10% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,114 | $680.0K | 0.15% | +12+0.3% | Added |
| Kovack Advisors, Inc. | 4,103 | $678.0K | 0.08% | +283+7.4% | Added |
| Symphony Financial, Ltd. Co. | 4,085 | $675.0K | 0.23% | −204−4.8% | Reduced |
| Strategy Asset Managers LLC | 4,076 | $674.0K | 0.14% | +1,171+40.3% | Added |
| Cary Street Partners Asset Management LLC | 4,073 | $673.0K | 0.16% | −55,183−93.1% | Reduced |
| Princeton Global Asset Management LLC | 4,067 | $672.0K | 0.20% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4,057 | $670.0K | 0.32% | +2,039+101.0% | Added |
| LGL Partners, LLC | 4,042 | $668.0K | 0.40% | −88−2.1% | Reduced |
| Birinyi Associates Inc | 4,031 | $666.0K | 0.23% | −600−13.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 3,997 | $660.0K | 0.51% | +111+2.9% | Added |
| Prospera Financial Services Inc | 3,983 | $659.0K | 0.03% | −352−8.1% | Reduced |
| Ritholtz Wealth Management | 3,980 | $658.0K | 0.05% | +980+32.7% | Added |
| XR Securities LLC | 3,974 | $657.0K | 0.55% | −1,146−22.4% | Reduced |
| Baldwin Investment Management, LLC | 3,960 | $654.0K | 0.11% | −250−5.9% | Reduced |
| VeraBank, N.A. | 3,943 | $651.0K | 0.39% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,584 | $650.0K | 0.05% | 00.0% | Unchanged |
| Winton Group Ltd | 3,911 | $646.0K | 0.03% | +412+11.8% | Added |
| Trinity Legacy Partners, LLC | 3,732 | $644.0K | 0.24% | 00.0% | Unchanged |
| Saybrook Capital | 3,900 | $644.0K | 0.18% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,891 | $643.0K | 0.49% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,804 | $641.0K | 0.35% | −737−16.2% | Reduced |
| Chemung Canal Trust Co | 3,862 | $639.0K | 0.12% | −305−7.3% | Reduced |
| Meridian Wealth Management, LLC | 3,866 | $639.0K | 0.08% | +492+14.6% | Added |
| Benin Management CORP | 3,857 | $637.0K | 0.20% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,835 | $634.0K | 0.02% | −43−1.1% | Reduced |
| Stonebridge Capital Management Inc | 3,840 | $634.0K | 0.23% | 00.0% | Unchanged |
| Optas, LLC | 3,828 | $633.0K | 0.18% | −438−10.3% | Reduced |
| MTM Investment Management, LLC | 3,816 | $631.0K | 0.33% | 00.0% | Unchanged |
| Weik Capital Management | 3,810 | $630.0K | 0.25% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,801 | $628.0K | 0.06% | −120−3.1% | Reduced |
| LVW Advisors, LLC | 3,799 | $628.0K | 0.11% | −109−2.8% | Reduced |
| Arrow Financial Corp | 3,770 | $624.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,779 | $624.0K | 0.06% | +140+3.8% | Added |
| CoreFirst Bank & Trust | 3,766 | $622.0K | 0.42% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,743 | $618.5K | 0.23% | 00.0% | Unchanged |
| Sun Life Financial INC | 3,707 | $613.0K | 0.03% | −490−11.7% | Reduced |
| CX Institutional | 3,708 | $613.0K | 0.05% | −381−9.3% | Reduced |
| Equitable Holdings, Inc. | 3,709 | $613.0K | 0.01% | +468+14.4% | Added |
| Oakworth Capital, Inc. | 3,704 | $612.0K | 0.06% | −40−1.1% | Reduced |
| IHT Wealth Management, LLC | 3,682 | $608.0K | 0.04% | −170−4.4% | Reduced |
| Central Bank & Trust Co | 3,679 | $608.0K | 0.10% | −42−1.1% | Reduced |
| GYL Financial Synergies, LLC | 3,681 | $608.0K | 0.31% | +10.0% | Added |
| RB Capital Management, LLC | 3,679 | $608.0K | 0.23% | +45+1.2% | Added |
| Bristol John W & Co Inc | 3,670 | $606.0K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 3,656 | $604.0K | 0.26% | +145+4.1% | Added |
| Ipswich Investment Management Co., Inc. | 3,646 | $602.0K | 0.15% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,645 | $602.0K | 0.04% | +10+0.3% | Added |
| Altfest L J & Co Inc | 3,624 | $599.0K | 0.13% | +2+0.1% | Added |
| Gotham Asset Management, LLC | 3,609 | $596.0K | 0.03% | +2,160+149.1% | Added |
| Hall Capital Management Co Inc | 3,605 | $596.0K | 0.38% | +3,605 | New |
| Doliver Advisors, LP | 3,601 | $595.0K | 0.20% | −1,246−25.7% | Reduced |
| Aspen Investment Management Inc | 3,588 | $593.0K | 0.31% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,553 | $587.0K | 0.08% | +10.0% | Added |
| Semmax Financial Advisors Inc. | 3,551 | $587.0K | 0.19% | +94+2.7% | Added |
| Financial Management Network Inc | 3,473 | $585.0K | 0.30% | +10.0% | Added |
| Sigma Investment Counselors Inc | 3,527 | $583.0K | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,517 | $581.0K | 0.02% | −75−2.1% | Reduced |
| Maryland Capital Management | 3,519 | $581.0K | 0.04% | +495+16.4% | Added |
| Barton Investment Management | 3,500 | $578.0K | 0.05% | −125−3.4% | Reduced |
| WMS Partners, LLC | 3,492 | $577.0K | 0.09% | +2+0.1% | Added |
| Ridgewood Investments LLC | 3,487 | $576.0K | 0.37% | +250+7.7% | Added |
| Crescent Capital Consulting, LLC | 3,475 | $575.0K | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 3,478 | $575.0K | 0.07% | +403+13.1% | Added |
| Gitterman Wealth Management, LLC | 3,474 | $574.0K | 0.46% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,468 | $573.0K | 0.16% | +495+16.6% | Added |
| SeaCrest Wealth Management, LLC | 3,436 | $568.0K | 0.07% | −5,443−61.3% | Reduced |
| Arkadios Wealth Advisors | 3,439 | $568.0K | 0.07% | +68+2.0% | Added |
| First Foundation Advisors | 3,438 | $568.0K | 0.02% | +208+6.4% | Added |
| Old Mission Investment Co LLC | 3,437 | $567.8K | 0.23% | +16+0.5% | Added |
| Grove Bank & Trust | 3,415 | $564.0K | 0.12% | −15−0.4% | Reduced |